We're here to help. We offer a variety of tools and resources to help you meet your clients' philanthropic needs.

Professional Advisor Dispatch Newsletter 

We are excited about our new e-newsletter focused on stories and trends most interesting to Professional Advisors. To receive the newsletter via email, please email Dawn Jordan at djordan@cf-lowcountry.org. To read the past issues of the newsletter, click on the links below:

JUNE 2026

 

Presentations

Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:

  • Charitable giving options
  • Community needs and issues
  • Our grant making priorities and impact
  • Planned giving and charitable giving benefits.

Free Trust Illustrations

We are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.

We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.

Advisor Toolkit

Investment Policy Statement (IPS)

To read the Community Foundation of the Lowcountry's Investment Policy Statement (IPS), Click Here

Let us help you help your clients.

Charitable Giving Vehicles: How We Compare

Give us a call at 843.681.9100 or contact Emmy Rooney at erooney@cf-lowcountry.org.